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Get Institutions for : 
iShares Dow Jones US Utilities (IDU)  
$88.16 0.51 (0.58%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 205    2
Total shares held : 
 4,456,193  
% of shares held : 
 84.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 102,980  
% of shares held change : 
   1.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.39  
Last Quarter's Ending Price : 
 $79.93  
Last Quarter's Average Price : 
 $76.61  
Change from last quarter's     
avg. price to the last closing  : 
11.55 (15.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 186,808
 4.19%
 
Increased Positions :
57
 843,554
 18.93%
 
Unchanged Positions :
58
 201,752
 4.53%
 
Decreased Positions :
67
-717,272
-16.1%
 
Closed Positions :
21
-210,110
-4.72%
 
Guru Positions :
1
2,340
 0.05%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MANUFACTURERES LIFE INSURANCE CO 848 - 2023-12-31 121,908 $9,744,000 0
   High Net Worth Advisory Group LLC 112 - 2024-03-31 6,400 $541,000 0
   GARRISON POINT ADVISORS LLC 86 - 2023-12-31 6,655 $532,000 0
   Geneos Wealth Management Inc. - 2024-03-31 5,244 $443,000 0
   SCHNIEDERS CAPITAL MANAGEMENT LLC 130 - 2024-03-31 5,200 $440,000 0
   Evanson Asset Management LLC 201 - 2024-03-31 4,876 $412,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 324 - 2024-03-31 4,900 $392,000 0
   Carl P. Sherr & Co. LLC - 2024-03-31 3,737 $316,000 0
   Forbes Financial Planning Inc. - 2024-03-31 3,399 $287,000 0
   Weaver Consulting Group 165 - 2024-03-31 3,008 $254,000 0
   Tyche Wealth Partners LLC 230 - 2024-03-31 2,859 $242,000 0
   BDO Wealth Advisors LLC 242 - 2023-06-30 2,927 $239,000 0
   Keeley-Teton Advisors LLC 335 - 2023-12-31 2,775 $222,000 0
   CWM LLC 1512 - 2024-03-31 2,302 $195,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 610 - 2024-03-31 1,664 $141,000 0
   Advanced Asset Management Advisors Inc 76 - 2024-03-31 1,608 $136,000 0
   Nalls Sherbakoff Group LLC 105 - 2023-12-31 1,575 $126,000 0
   Financial Advisory Service Inc. - 2024-03-31 980 $83,000 0
   Annapolis Financial Services LLC 122 - 2024-03-31 974 $82,000 0
   CAROLINAS WEALTH CONSULTING LLC 274 - 2023-12-31 945 $76,000 0
   Tyler-Stone Wealth Management 322 - 2023-12-31 812 $65,000 0
   BARTLETT & CO. LLC 642 - 2023-12-31 800 $64,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 642 - 2023-12-31 800 $64,000 0
   Efficient Wealth Management LLC 149 - 2024-03-31 720 $61,000 0
   Colonial Trust Co / SC 513 - 2023-12-31 600 $48,000 0
   SOA Wealth Advisors LLC. 318 - 2024-03-31 544 $46,000 0
   Security National Bank 204 - 2024-03-31 500 $42,000 0
   Davis Capital Management 145 - 2024-03-31 466 $39,000 0
   UMB BANK N A/MO 930 - 2024-03-31 390 $33,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 130 - 2023-12-31 400 $32,000 0
   Beaird Harris Wealth Management LLC 219 - 2023-12-31 396 $32,000 0
   Qube Research & Technologies Ltd 2992 - 2023-12-31 394 $31,000 0
   Cherry Tree Wealth Management LLC - 2024-03-31 356 $30,000 0
   Sugarloaf Wealth Management LLC 366 - 2024-03-31 325 $27,000 0
   Emerald Investment Partners LLC 381 - 2024-03-31 306 $26,000 0
   Front Row Advisors LLC 229 - 2023-12-31 320 $26,000 0
   FRANKLIN RESOURCES INC 2486 - 2023-12-31 325 $26,000 0
   SRS Capital Advisors Inc. 614 - 2023-12-31 316 $25,000 0
   Mendota Financial Group LLC 196 - 2024-03-31 290 $25,000 0
   TSFG LLC 354 - 2024-03-31 300 $25,000 0
   Westside Investment Management Inc. 471 - 2024-03-31 260 $22,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 156 - 2023-09-30 274 $20,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 438 - 2023-06-30 220 $18,000 0
   ANCORA ADVISORS, LLC 1139 - 2023-12-31 200 $16,000 0
   Sutton Wealth Advisors Inc. 397 - 2023-09-30 208 $15,000 0
   First Command Advisory Services Inc. - 2024-03-31 183 $15,000 0
   HAZLETT BURT & WATSON INC. 483 - 2024-03-31 150 $13,000 0
   McIlrath & Eck LLC 497 - 2023-12-31 166 $13,000 0
   SCBT FINANCIAL CORP 454 - 2023-12-31 150 $12,000 0
   Kalos Management Inc. 98 - 2023-06-30 134 $11,000 0
   TD Waterhouse Canada Inc. 1294 - 2023-12-31 100 $8,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 754 - 2022-12-31 90 $8,000 0
   Norwood Financial Corp 244 - 2024-03-31 90 $8,000 0
   CarsonAllaria Wealth Management Ltd. 236 - 2023-12-31 87 $7,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH - 2024-03-31 80 $7,000 0
   Beacon Capital Management LLC 599 - 2023-12-31 100 $7,000 0
   PRIVATE TRUST CO NA 1881 - 2024-03-31 60 $5,000 0
   Jackson Hole Capital Partners LLC 258 - 2023-12-31 62 $5,000 0
   Retirement Group LLC - 2024-03-31 49 $4,000 0
   Archer Investment Corp 806 - 2023-12-31 40 $3,000 0
   Versant Capital Management Inc 1381 - 2024-03-31 21 $2,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 601 - 2023-12-31 6 $1,000 0
   GRADIENT INVESTMENTS LLC 1063 *New 2024-03-31 0 $0 0
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 100 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  65 Records found
  1    
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